Summit Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 56,174 shares of ITOT stock, worth $7.53 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

56,174

Previous 58,743 4.37%

Holding current value

$7.53 Million

Previous $7.38 Billion 2.09%

% of portfolio

1.48%

Previous 1.42%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$124.26 - $134.12 $319,223 - $344,554	-2,569 Reduced 4.37%	56,174 $7.23 Billion
Q3 2024 Oct 28, 2024	BUY	$113.41 - $125.62 $852,956 - $944,788	7,521 Added 14.68%	58,743 $7.38 Billion
Q2 2024 Sep 11, 2024	SELL	$108.78 - $119.23 $224,521 - $246,090	-2,064 Reduced 3.87%	51,222 $6.08 Billion
Q1 2024 Sep 11, 2024	SELL	$103.16 - $115.3 $28,884 - $32,284	-280 Reduced 0.52%	53,286 $6.14 Billion
Q4 2023 Sep 11, 2024	SELL	$90.04 - $105.69 $314,779 - $369,492	-3,496 Reduced 6.13%	53,566 $5.64 Billion
Q3 2023 Sep 11, 2024	BUY	$93.72 - $101.39 $69,352 - $75,028	740 Added 1.31%	57,062 $5.37 Billion
Q2 2023 Sep 11, 2024	SELL	$89.03 - $97.84 $77,278 - $84,925	-868 Reduced 1.52%	56,322 $5.51 Billion
Q1 2023 Sep 11, 2024	SELL	$84.12 - $93.15 $298,878 - $330,961	-3,553 Reduced 5.85%	57,190 $5.18 Billion
Q4 2022 Sep 11, 2024	SELL	$79.44 - $90.48 $265,965 - $302,927	-3,348 Reduced 5.22%	60,743 $5.15 Billion
Q3 2022 Sep 11, 2024	SELL	$79.54 - $95.9 $273,697 - $329,991	-3,441 Reduced 5.1%	64,091 $5.1 Billion
Q2 2022 Sep 11, 2024	BUY	$80.96 - $102.19 $1.17 Million - $1.47 Million	14,404 Added 27.11%	67,532 $5.66 Billion
Q1 2022 Sep 11, 2024	BUY	$93.09 - $107.63 $256,649 - $296,735	2,757 Added 5.47%	53,128 $5.36 Billion
Q4 2021 Sep 10, 2024	BUY	$98.24 - $107.61 $426,361 - $467,027	4,340 Added 9.43%	50,371 $5.39 Billion
Q3 2021 Sep 10, 2024	BUY	$97.33 - $103.96 $87,305 - $93,252	897 Added 1.99%	46,031 $4.53 Billion
Q2 2021 Sep 10, 2024	BUY	$92.76 - $98.86 $73,094 - $77,901	788 Added 1.78%	45,134 $4.46 Billion
Q1 2021 Sep 10, 2024	BUY	$85.12 - $92.58 $130,488 - $141,925	1,533 Added 3.58%	44,346 $4.06 Billion
Q4 2020 Sep 10, 2024	BUY	$74.05 - $86.22 $172,906 - $201,323	2,335 Added 5.77%	42,813 $3.69 Billion
Q3 2020 Sep 10, 2024	BUY	$69.81 - $80.47 $178,992 - $206,325	2,564 Added 6.76%	40,478 $3.06 Billion
Q2 2020 Sep 10, 2024	BUY	$54.49 - $72.8 $31,277 - $41,787	574 Added 1.54%	37,914 $2.63 Billion
Q1 2020 Sep 10, 2024	BUY	$49.67 - $76.42 $142,999 - $220,013	2,879 Added 8.35%	37,340 $2.14 Billion
Q4 2019 Sep 09, 2024	BUY	$65.12 - $72.96 $2.24 Million - $2.51 Million	34,461 New	34,461 $2.5 Billion

Others Institutions Holding ITOT

# of Institutions

1,504

Shares Held

301M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History